Explore the key elements of an effective succession plan, including:
Discuss the various steps that any family-owned or closely-held business owner should undertake to plan for their future, including:
At the end of this session, participants will have a draft plan to discuss with the rest of their family, management team or professional advisors. Participants will leave the workshop with examples, case studies and practical tips for continuing to develop, finalize and implement their plan.
Matthew Kerzner is a Director in the Center Family Business Excellence Group within the Private Business Services Practice. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters.
Matt works with clients developing a strategic plan that acknowledges the issues and dynamics of both the family and the business in order to develop succession plans that prepare the next generation leaders to succeed.
Prior to joining the firm, Matt was Vice President of a health care management firm and led the human resources for the company.
Matt is an adjunct professor at the University of New Haven, and has presented on a range of topics including, human resources and labor negotiations. In addition, he co-wrote and presented “Meditation as Teaching and Learning Tool Theory, Practice and Testimony”.
Matt is currently a PhD. candidate (working on dissertation) in business psychology through the Chicago School of Professional Psychology.
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